Suzanne Wallace

from Boulder Investment Group
SEC regulated
Regulated Investment Advisor
Suzanne Wallace is a financial advisor based in Kansas, Overland Park, with 12 years of experience. Suzanne currently works for Boulder Investment Group. Suzanne maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Suzanne Wallace works at Boulder Investment Group
Boulder Investment Group is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $47,291,334 of assets under management and employs about 2 people. Boulder Investment Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7400 W 132nd St., Suite 165, Overland Park, Kansas, 66213

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